Credit card details on an account
This would be incredibly useful for us too!
Please add the ability to save cc in accounts. This would be super helpful.
We really need this. It makes us look silly to ask people for their card numbers again if we need to process a refund or additional payment.
It's causing us major operational issues also.
We need the ability to save guest cc information on accounts. I agree with Julia Harvey-we look silly asking for their card numbers over and over again. Please respond with an estimated date that we can expect to see this function.
absolutely! causes us big operational issues for events!
Is there a time frame for this now that it is in the Planned stage? Also, will we be able to store the card for just the specific group or to an account?
we have many repeat groups who visit us several times a year and it would be great to be able to pull the card information for multiple groups.
thank you!
Please also consider this on Accounts Receivable for accounts which use the same card each month to pay
Hi,
As of this release it is possible to save cc to company / TA cards (in Wallet). If TA / Company is attached to account or group, this card can then be used for general billing information or payments. It can also be used for payments within the AR section.
Hope this helps,
SNT Product team
Are you still working to make these option available on Groups? We have numerous weddings (one time groups, so we do not create companies / TAs) but they make multiple payments throughout the year or at the end of the event and want us to use the card on file.
Thank you.
Hi Sara,
Create a Company Card, attach the credit card in the WALLETS tab. Then attach the company card to the group. The card will be available on the groups transaction tab when you select credit card and manual.
it isn't really ideal to make a company card for one time groups such as wedding blocks. it would be better if we could post card information directly into the group itself.
We absolutely agree!
I agree with Amanda. We have many accounts that do not have a group attached, we'd like to be able to manage from the account also.
9 people like this idea
We would like to have a way to save credit card details on a Front Desk or Group account, so that when it comes time to settle all the charges that have been routed to the account, the credit card details are available for processing.
When a group confirms and supplies card details for settlement, it may be some months before the charges are actually raised. Being able to save the card in Rover is more secure than on a piece of paper in a file.
When we add routing on a group for example, there is a place to enter payment information - perhaps this can be saved as a payment method on the account too?